Tag Archives: financial tools

Study Up on the Tax Advantages of a 529 Savings Plan

With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. One option, which can be especially beneficial if the children in question still have many years until heading off to college, is … Continue reading

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Estimates vs. Actuals: Was Your 2018 Budget Reasonable?

As the year winds down, business owners can be thankful for the gift of perspective (among other things, we hope). Assuming you created a budget for the calendar year, you should now be able to accurately assess that budget by … Continue reading

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Run the Numbers Before You Extend Customer Credit

Funny thing about customers: They can keep you in business — but they can also put you out of it. The latter circumstance often arises when a company overly relies on a few customers that abuse their credit to the … Continue reading

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Minimize Inventory, Services to Make your Financials Shine

Your business financials — where they stand currently and where they might be going next year — are incredibly important. Obviously, sales and expenses play enormous roles in the strength of your position. But a fundamental and often-overlooked way of … Continue reading

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Innovate or Acquire? That’s the Strategic Question

Many companies reach a point in their development where they have to make an important decision: Innovate themselves or acquire a competitor? Of course, it isn’t always an either/or decision. Nonetheless, business owners should consider the pluses and minuses of … Continue reading

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Relocating this Summer?

If you make a work-related move this summer, you may be able to deduct the costs of the move. This may apply if you move to start a new job or to work at the same job in a new … Continue reading

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Tax Tips for Students with a Summer Job

Many students hold a summer job during their time off from school. Here are some tax issues that should be considered when working a summer job: Completing Form W-4 When Starting a New Job – This form is used by … Continue reading

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Accounting Resources: Small Business and Financial Tools

Ullrich Delevati, CPAs, offers an array of accounting resources to support our accounting and tax services!  Here are some helpful links for small businesses: Small Business Loan Program California Capital Business Loan Program U.S. Business Advisor – Official Business Site of … Continue reading

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Financial Tools: Retirement Calculators

Retirement Income Planner – Use this calculator to evaluate your retirement income plan. Social Security Calculator – Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator. Minimum IRA Distribution – Use this calculator to determine the amount that the federal … Continue reading

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Financial Tools: Personal Finance

Paycheck Calculator – Hourly – This calculator computes gross and net pay for an hourly paycheck and displays the various withholdings. Paycheck Calculator – Salaried – This calculator computes net or gross pay for a single paycheck and displays the various withholdings. … Continue reading

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